The blogger who helped spark Nvidia’s $600 billion stock collapse and a panic in Silicon Valley - MarketWatch
1. Jeffrey Emanuel's blog post advocates shorting Nvidia due to emerging competition. 2. DeepSeek's AI model performs comparably to Nvidia's with fewer resources, questioning Nvidia's valuation. 3. Emanuel's post went viral, influencing stock sell-off and significant market capitalization drop. 4. Nvidia's stock fell 12.5% following the post, losing nearly $600 billion in value. 5. Market analysts overwhelmingly favor Nvidia, yet Emanuel argues there is a data wall looming.